See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,915 | $148,534-23.3% | $135,903-16.2% | $139,434-18.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.18% | 79.19%-61.0pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $5,441 | $5,243+3.8% | $4,856+12.0% | $4,751+14.5% |
| Participant deferral / active EE | $11,720 | $8,100+44.7% | $7,758+51.1% | $6,710+74.7% |
| Admin fee / account holder | $319 | $12,400-97.4% | $10,762-97.0% | $11,403-97.2% |